Daily FNArena News - Commodities

FNArena has the pleasure to welcome senior resources analyst Gavin Wendt as contributor to our news and analysis service.

A glance through the latest expert views and predictions about commodities, with Macquarie offering insights on zinc, CS lifting gold price forecasts, plus more.

Chinese buyers have put some oomph in the spot uranium market.

A glance through the latest expert views and predictions about commodities including evidence of strong thermal coal demand, positive signs for oil prices and the implications of recent announcements in the iron ore and nickel markets.

Two more suggestions why gold might be poised for a further rally.

A glance through the latest expert views and predictions about commodities with RBS seeing scope for amendments to the RSPT, palladium fundamentals viewed positively and a rare earth initiation.

A glance through the latest expert views and predictions about commodities with a return to Chinese currency appreciation unlikely to have a significant impact on commodities plus some updates to forecasts for Oz steel sector plays.

Indian gold demand remains related to price but central bank buying appears on the up, leading UBS to lift its forecasts. Re-published today because we made an error yesterday.

Price targets and ratings have been changed as mining analysts at Morgan Stanley incorporate RSPT hangover in their models.

It would appear spot U3O8 activity has gone quiet.